New Products
23 July 2024

Verso IM Launches Verso Private Client

London-based Verso Investment Management expands investment offering. ...

Financial Results
23 July 2024

Half-Year Profits Rise Strongly At Swiss Private Bank UBP

As the second-quarter reporting season continued, the Swiss private banking group set out a broadly...

Investment Strategies
23 July 2024

Spotlight On Six Investment Themes To Watch – Lombard Odier

Swiss wealth and asset manager, Lombard Odier, has just released a publication entitled “rethink...

People Moves
23 July 2024

Who's Moving Where In Wealth Management? – Redington, Lowes Financial Management

The latest moves, appointments and personnel changes for wealth management and adjacent sectors in...

Wealth Strategies
22 July 2024

Markets Appear Calm After Biden Quits Re-Election Bid

The announcement – not entirely unexpected – that Joe Biden won't seek to win a second term of...

Financial Results
22 July 2024

BlackRock's AuM Growth Rolls On; CEO Trumpets Acquisitions

Forays into the alternative investments space, including the purchase of an infrastructure manager...

Technology
22 July 2024

OPINION OF THE WEEK: Wealth Sector Lessons From Global IT Outage

Last Friday, a massive IT outage affected users of Microsoft. The editor takes a quick look at...

Financial Results
22 July 2024

Client Deposit Growth Pace Hots Up For UK's Monument

The rise of such banks reflects the impact of modern technology and a desire – not just from the...

People Moves
22 July 2024

German Family Office Group Names FO Head

The newly-appointed figure brings more than three decades' experience to the role. ...

New Products
22 July 2024

What’s New In Investments, Funds? – Carmignac

The latest news in investment offerings, financial products and other services relative to wealth...